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GST cuts, premiumisation and scooter launches boost TVS Motor outlook

TVS Motor's stock is expected to gain further with GST rate cuts, premiumisation, new scooter launches, and robust sales momentum in domestic and export markets

Multiple triggers may help Apollo Hospitals Enterprise regain its pulse

Multiple triggers could help Apollo Hospitals to reverse underperformance

Volume gains in auto segment positive for paints major Kansai Nerolac

Among listed companies, Kansai Nerolac has the highest exposure to the auto segment, with 30 per cent of its sales coming from this segment

Premium pour to lift United Breweries stock; Q2 might be a tepid sip

But expansion in Andhra, policy support in UP can catalyse full-bodied growth

Maruti Suzuki India burns rubber, leaves key rivals in its rearview

Sport utility vehicle launches and market resets inject horsepower into the automotive sector, turning the carmaker into a pacesetter of the rally

Zydus Lifesciences growth aided by acquisitions, but execution risks loom

Zydus Lifesciences trades near 52-week highs on strong growth and acquisitions but analysts caution that rapid expansion and diversification may pose execution challenges

BEL fires growth salvo with defence orders, new contracts boost revenues

Order wins, strong pipeline, and long-term defence projects drive optimism in Bharat Electronics, with revenue growth visibility and major contracts like QRSAM and Project Kusha ahead

Footwear maker Metro Brands finds new spring in its step after GST cut

Tax tweaks and fresh launches give footwear major a leg up on rivals

Muted industry volume outlook may cap further gains for Ashok Leyland

Ashok Leyland stock gained after Q1 results on stronger margins and GST cut hopes, but muted commercial vehicle demand and cyclicality may limit upside

After five-quarter choke, growth flows freer for PVC pipe makers

Resin prices level out and housing demand returns, unclogging earnings channels for industry majors

Near-term concerns will weigh on Samvardhana Motherson's profit margins

Going ahead, brokerages expect pressure on margins due to demand pressures and increased costs

Higher input costs likely to hit near-term margins of United Spirits

United Spirits' revenue grew in the June quarter, driven by volume growth, but margins were hit by higher advertising and promotional costs. Brokerages see price correction as a potential opportunity.

Jubilant FoodWorks' dough keeps rising while rivals go half-baked

Driven by Domino's Pizza, standalone revenue rose 18 per cent year-on-year (Y-o-Y). Orders grew 17.3 per cent, with like-for-like sales up 11.6 per cent

Varun Beverages' growth hinges on recovery; outlook stays positive

Net profit of the beverage major was up 5 per cent year-on-year (Y-o-Y) though sales slipped 2 per cent and operating profit was flat

Automobiles to pharma & healthcare: India Inc earnings stay in slow lane

Corporate profits remained weak in Q1FY26, amid single-digit growth in revenues for the ninth consecutive quarter

Zydus Lifesciences' Q1 dose lifts vitals, but outlook stays fragile

April-June Qtr beat offsets some caution, yet US headwinds cap upside

When gold slips from crown to a likely millstone for Titan Company

Despite a tough macro backdrop, the domestic jewellery business of Tanishq, Mia, and Zoya grew 17 per cent year-on-year (Y-o-Y), with same-store sales up 12 per cent

Accelerating growth trajectory, margin gains for Godrej Consumer Products

The India business, which accounted for 63 per cent of consolidated revenues, posted a 7.7 per cent growth in revenues

Easing commodity prices likely to support margins of Britannia Industries

Despite muted volumes in Q1FY26, brokerages see upside in Britannia's margins as input cost pressures ease and pricing actions continue to support profitability

Strong momentum, new launches to drive gains for realty major DLF

Given the strong start to the year and expectations of healthy sales going ahead, brokerages are positive on the outlook for FY26